Production Utilisation
Shows, for each machine, person, work centre or tool, how many hours its calendar offered in the period, how many were booked and worked, and how many sat idle. Use it to see what is running flat out, what is idle, and whether you can take on more work.
Quick look
- Go to Reports › Production Reports and click the Production Utilisation card.
- The report opens on the first of this month up to today and runs by itself.
- To change the period, click the filter button, pick a Date Range, and click Run Report.
- Click the Utilisation heading to put the busiest or quietest resources first.
Done. You see one row per resource with its utilisation percentage.
Full guide
What it shows, and when to use it
One row per resource in the business unit: machines, people, work centres and tools. Each row sets the working time its calendar offers against what was booked on it and what was actually worked. Use it when you are deciding whether you can take on more work, or looking for a bottleneck. The figures come from the same bookings and calendars as the schedule board, so the two agree.
Filters and date range
Fields in this section
| Field | Required | What to enter |
|---|---|---|
| Reports | No | Switch to another Production report. |
| Date Range | No | The period to measure. Opens on the first of this month up to today. Up to 366 days. |
| Break Down By | No | Resource gives one row each. Shift adds a shift-by-shift breakdown under each resource. |
| Resource Kind | No | Machine, Labour, Facility or Tool. Leave empty for all. |
Above the table there is also a search box, Search resources, that matches name or code, and a tick box, Hide resources with nothing booked. They work on the rows already loaded, so they need no Run Report.
The report opens on this month so far, because future days would count as unused capacity. You can pick a future period if you want to see load instead of use.
Columns
Fields in this section
| Column | What it shows |
|---|---|
| Resource | Name and code. A grey tag beside it says why a percentage is missing: No calendar, Calendar unreadable, Period too long or No working time. |
| Kind | Machine, Work Centre / Facility, Operator / Labour or Tool. |
| Capacity (h) | Working time the resource's calendar offers in the period, times its capacity, less the plant's holidays. A dash means it has no calendar. |
| Booked (h) | Everything booked in the period: production, set-up, maintenance, leave and breakdown, done or still planned. |
| Planned (h) | Booked time that has not started yet. |
| Production (h) | Production and set-up time, inside or outside the shifts, with or without a calendar. |
| Utilised (h) | Production and set-up time inside the calendar's shifts. |
| Outside shift (h) | Booked time outside every shift, which is overtime. |
| Idle (h) | Shift time with nothing booked against it. |
| Downtime (h) | Maintenance and breakdown time. |
| Utilisation | Utilised divided by Capacity, as a percentage. |
Hover a heading for a short reminder of what it means. Hours show to two decimals.
Above the rows a totals box adds up every column for the rows you can see, and says "Totals for 12 of 20 resources" when a search or the tick box narrows the list. When more than one kind of resource is listed, a line per kind follows. The total Utilisation is weighted by capacity: total utilised hours over total capacity, not an average of the row percentages. Resources with no calendar are left out of that percentage, and a note above the table says how many.
With Break Down By set to Shift, click a resource to open a By shift tab with Shift, Capacity (h), Booked (h), Utilised (h) and Utilisation for each shift and day. Time outside every shift shows in italics as its own line.
Click a column heading to sort by it; the arrow shows the direction. The sort covers the whole list, not just the page you see. Use the column chooser in the table header to hide, show, reorder or reset columns; that choice is remembered. The pager at the bottom has Go to page and Items per page.
Drill-down
The only thing to open is the By shift tab, when you break down by shift. A resource row does not link to the resource, its bookings or a work order.
Export, print, PDF and email
Click the green spreadsheet icon above the table (it appears once there are rows) to download an Excel file (.xlsx). It starts with the period and any search or "hidden" note, then the columns, and ends with a Total row. It holds every resource that matches your search and tick box, not only the page you are on. With Break Down By on Shift, each resource is followed by an indented line per shift.
Print, PDF and email are not available on this report.
Who can see it
Open the report with View on Production Reports. Without it the report list shows a No Access page. Production Reports has only View and Add/Edit, and a report changes no record, so Add/Edit makes no difference here. A role limited to its own records still sees every resource in the business unit.
On mobile
Open Reports, choose Production Reports, then Production Utilisation. It differs from the web in these ways:
- It opens on your whole financial year, from the start month in your settings, not on this month so far. Pick a shorter From and To under Filters to see current use.
- Filters holds the From and To dates, then Break Down By and Resource Kind as tappable chips. Tap a chip again to clear it. Tap Run Report to apply.
- Each resource is a card showing Capacity (h), Booked (h), Utilised (h), Idle (h), Downtime (h) and Utilisation as a whole percent. A Total box above the cards shows booked hours, utilised hours and utilisation.
- Broken down by shift, each shift is a block inside the card.
- A dash has a small info icon; tap the figure to see why.
- Pull down to refresh. There is no search, hide-unbooked tick box, sort or download.
The date pickers differ by phone. On iPhone a spinner slides up and you tap Done; on Android the system calendar opens and closes when you pick a day. Everything else is the same on iPhone and Android.
The Android app is on Google Play. The iPhone app is coming soon to the App Store.
Problems and fixes
A resource shows dashes and a "No calendar" tag
The resource has no working calendar, so its capacity, utilised, outside-shift, idle and utilisation figures cannot be worked out. Its booked and production hours still show. Give it a calendar under Production › Setup › Resources. See Calendar.
"Calendar unreadable" or "Period too long" appears beside a resource
"Calendar unreadable" means the calendar's time zone is not recognised; correct it under Production › Setup › Shift Calendar. "Period too long" means the calendar cannot be laid out over so long a period; pick a shorter Date Range.
The report says nothing is booked
You may have ticked Hide resources with nothing booked, or the period holds no bookings. Untick the box to list every resource. If it says no resources are set up, add a machine or work centre under Resources.
Utilisation is 0% for this month
The report counts only work booked and done in the period. Planned work that has not started shows under Planned (h), not Utilised (h).
The report page says No Access
Your role does not have View on Production Reports. Ask an administrator to turn it on.